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Exelixis
EXEL
Exelixis
Regulatory Uncertainty And 340B Pressures Will Erode Oncology Margins
AN
AnalystLowTarget
Not Invested
Consensus Narrative from 19 Analysts
Published
18 May 25
Updated
09 Aug 25
3
Set Fair Value
0
votes
Share
AnalystLowTarget
's Fair Value
US$36.00
6.9% overvalued
intrinsic discount
09 Aug
US$38.47
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1Y
46.2%
7D
2.9%
Author's Valuation
US$36.0
6.9% overvalued
intrinsic discount
AnalystLowTarget Fair Value
View Valuation
Narrative
Updates
0
Valuator
Company Info
Notes
AnalystLowTarget Fair Value
US$36.0
6.9% overvalued
intrinsic discount
Future estimation in
3 Years
time period
Past
Future
-281m
3b
2014
2017
2020
2023
2025
2026
2028
Revenue US$2.5b
Earnings US$673.7m
Revenue
Profit Margin
Future PE
Revenue
% p.a.
0
Decrease
Increase
Current revenue growth rate
10.55%
Biotech revenue growth rate
12.85%
Other Inputs & Calculation
Risk Level (Discount Rate)
Our default considers factors like the company's size, volatility, profitablity and country of operation.
Risk Level (Discount Rate)
%
0
Decrease
Increase
Current discount rate
6.78%
Calculation
US$673.71m
Earnings '28
x
14.70x
PE Ratio '28
=
US$9.90b
Market Cap '28
US$9.90b
Market Cap '28
/
226.27m
No. shares '28
=
US$43.77
Share Price '28
US$43.77
Share Price '28
Discounted to 2025 @ 6.78% p.a.
=
US$35.96
Fair Value '25